Institutional Ownership Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH). We have compiled data on the 688 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
31,723
shares
|
$3.75 Million
0.14% of portfolio
|
Q3 2024
Reduced 24.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
31,652
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
31,526
shares
|
$3.72 Million
0.42% of portfolio
|
Q3 2022
Added 23.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
30,596
shares
|
$3.61 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30,328
shares
|
$3.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
30,044
shares
|
$3.55 Million
1.76% of portfolio
|
Q3 2024
Reduced 71.47%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
29,363
shares
|
$3.47 Million
0.82% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
29,316
shares
|
$3.46 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
29,258
shares
|
$3.45 Million
1.74% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
28,834
shares
|
$3.4 Million
0.19% of portfolio
|
Q3 2024
Added 129.77%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
28,530
shares
|
$3.37 Million
0.03% of portfolio
|
Q3 2024
Added 45.9%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
28,528
shares
|
$3.37 Million
0.02% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
28,456
shares
|
$3.36 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
28,215
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
28,024
shares
|
$3.31 Million
0.37% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
27,485
shares
|
$3.25 Million
0.05% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 21, 2024 Q3 2024 |
26,810
shares
|
$3.17 Million
5.18% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,631
shares
|
$3.14 Million
0.09% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
25,888
shares
|
$3.06 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
25,128
shares
|
$2.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
24,907
shares
|
$2.94 Million
1.82% of portfolio
|
Q3 2024
Added 25.12%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
24,766
shares
|
$2.92 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
24,115
shares
|
$2.85 Million
0.97% of portfolio
|
Q3 2024
Reduced 22.56%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,740
shares
|
$2.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
22,856
shares
|
$2.7 Million
1.12% of portfolio
|
Q4 2022
Added 0.41%
|